Infrastructure, expertise, and community to help you build lasting value
RIA Platform Built for Growth, Independence, and Collaboration
At Xcelsior, our mission is to empower financial advisors with the support, technology, and flexibility they need to grow thriving practices — on their terms. We believe independence should not mean isolation. Instead, it should be backed by expert guidance, operational excellence, and a community of like-minded leaders.
Our RIA platform is structured to deliver:
- Higher earnings with competitive economics
- Operational and compliance support that frees you to focus on clients
- Flexible architecture that allows advisors to serve clients their way
- A clear path to long-term enterprise value
This commitment is rooted in trust, transparency, and growth — both for advisors and the clients they serve. We are independently owned and funded, with no private equity funding or Backing.
Our Philosophy
We believe in a partnership culture.
Too often, advisors are forced into restrictive environments or low-touch models that limit growth. Xcelsior changes that.
We provide the infrastructure and flexibility advisors need — so they can focus on what matters most: serving clients and building generational enterprise value.
From transition planning to ongoing practice support, we’re invested in your success.
Leadership
Our leadership team brings decades of combined experience in advisory services, transition management, compliance, and business growth. We have helped hundreds of advisors successfully transition firms while minimizing disruption and maximizing long-term opportunity.
Matt Curley
CO-CEO
Mark Peterson
CO-CEO
Gene Pucci
Chief Operating Officer & Chief Compliance Officer
Max Rathman
National Director of Branch Development
Calum Bashford
Vice President of Transitions & Operations
Katie Nulliner
Transition Specialist
Matteo Curley
Client Assistant/ Transition Specialist
Ryan Addington
Transition Specialist
Shery L. Rhyan
Director of Advisor Transitions